Advisor at Princeton Global Asset Management LLC
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Firm
Princeton Global Asset Management LLC
Location
Chevy Chase, MD
Credentials
Series 63, Series 65
Industry experience
23 years
Michael Marsh is a financial advisor with Princeton Global Asset Management LLC, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has worked at Northern Trust Securities Inc. and Northern Trust Bank for nine years, and at Bank of America N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated for three years each. Marsh serves as a board member of Jesuit Volunteer Corps USA, providing advice for program growth. Princeton Global Asset Management offers discretionary investment management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, foundations, and endowments. The firm employs fundamental analysis combined with macroeconomic, currency, and geopolitical considerations to tailor portfolios to client-specific factors and may utilize independent third-party managers and technology platforms for specialized mandates and held-away account management.
Based on Princeton Global Asset Management LLC
Based on Princeton Global Asset Management LLC
Financial planning fees generally range from $1,000 to $25,000 on a fixed fee basis
Account minimum: $1,000,000 Minimum fee: $5,000 per year for accounts below a certain asset threshold Fee-only: Financial planning fees generally range from $1,000 to $25,000 on a fixed fee basis
Chevy Chase, MD
Maryland
Bank of America N.A.
2023 - Present (3 years)
Merrill
2023 - Present (3 years)
Northern Trust Securities Inc.
2014 - 2023 (9 years)
Northern Trust Bank
2014 - 2023 (9 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 65
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David N. Hainsworth, C.P.A., P.C.
Series 63, Series 65
Washington, DC
SHB Advisors
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